The wage price index increased by 0.8% q/q in Q3. Quarterly WPI growth has been steady at the same pace...
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Research Briefing
The results of the US election have prompted us to adopt our 'limited Trump' scenario as our baseline view for now. Broadly...
There were no surprises from the RBA at the November meeting, with the board keeping rates on hold at 4.35%.
The labour market continued its very strong run in September, with employment shooting up by 64,100. The unemployment rate held steady at...
Research Briefing
Australia's GDP growth was broadly in line with our expectations in Q2 at a meagre 0.2% q/q. The economy is...
Research Briefing
Stress among home loan borrowers has risen due to higher interest rates, broad cost-of-living pressures, and the gradual slackening of...
It was fantastic to welcome our esteemed clients and guests to our economic forecasting conference in Sydney, Melbourne and online.
Research Briefing
Employment growth has outstripped economic activity over the past 18 months to an unsustainable extent. Accordingly, the Australian economy has...
Research Briefing
The national total number of owner-occupier loans for dwellings (excluding refinancing) fell 2% in May to 26,880 loans in seasonally...
Research Briefing
Following hawkish comments from the Reserve Bank of Australia and a rise in CPI inflation readings in the last two...
Research Briefing
The 2024-25 federal budget affirmed the forecast changes we made in the April 2024 edition of our Engineering Construction in...
Research Briefing
The Budget is more stimulatory than we had anticipated and presents some upside risk to an otherwise modest growth outlook...
Research Briefing
There has been a meaningful normalisation in Australia's trading relationship with China over the past 12 months. The removal of...
Research Briefing
Two scenarios in which former President Donald Trump returns to the White House in the 2024 election show global GDP...
Research Briefing
Housing affordability is an active topic in the media and is increasingly part of political discord. Key metrics are running...
Research Briefing
The unemployment rate spiked to 4.1% in January, suggesting the nascent deterioration in the labour market was gathering momentum. However,...
Research Briefing
The Albanese government announced a significant restructure of the personal income tax schedule. The stage three tax cuts legislated in...
